+167.1%
NXT vs ZBRA
+6.8%
+160.3%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.2% | -1.0% | -1.2% |
| 7D | -2.6% | -3.8% | +1.2% | -1.2% |
| 30D | -22.4% | -10.2% | -12.2% | -19.4% |
| 3M | -27.3% | +58.7% | -86.0% | -39.5% |
| 6M | -28.5% | +61.9% | -90.4% | -40.9% |
| YTD | -6.6% | +41.7% | -48.3% | -19.9% |
| 1Y | +20.4% | +12.4% | +8.0% | +11.9% |
| 3Y | +90.9% | +34.2% | +56.7% | +55.2% |
| All | +167.1% | +6.8% | +160.3% | +133.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded ZBRA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling